Brittany is a native of York, Pennsylvania. Her career started with an accounting firm in 1999 that lead down the path of joining their wealth management team, now known as Keystone Financial Strategies, in 2001. Brittany is a point of contact for clients responsible for administering client services such as preparation of account paperwork, processing transactions, preparing reports and providing a high level of customer service. In addition, she handles the day-to-day office management activities at Keystone Financial Strategies.
After spending her high school years waitressing and working retail, she attended York Technical Institute earning a degree from their Travel and Tourism program. Spent a brief time as a travel agent and administrative assistant before entering the world of finance and earning her Series 7 and Series 66 securities registrations.
Spending time with family and friends is what she enjoys most. Traveling with her husband and daughters is something she always looks forward to, even knowing their preference is to commute by auto vs plane when it’s an 18-hour road trip! Her biggest fear is snakes, petrified!
CERTIFICATIONS: Series 7 and Series 66
Registrations held through Commonwealth Financial Network®